Ensuring work is right.
WHY IT MATTERS
Errors in professional work cause client loss and claims.
WHAT REVIEW SHOULD ESTABLISH
That the work is technically correct That it addresses what was asked That it is clear to the recipient That risks and limitations are stated That it complies with professional requirements
WHAT TO ESTABLISH
What level of work requires review, and by whom.
WHY BY LEVEL
Reviewing everything is impractical; reviewing nothing is negligent.
WHAT TO ALWAYS REVIEW
Work going to clients Anything with significant consequence Work by less experienced people Anything novel
WHAT REVIEW IS NOT
Reading it quickly before it goes.
WHAT IT REQUIRES
Time, and understanding of the matter.
WHAT TO ESTABLISH
That review time is planned rather than squeezed.
WHAT TO RECORD
That review occurred, and by whom.
WHY
It evidences supervision, which matters in claims and regulatory review.
WHAT PEER REVIEW PROVIDES
Detection of errors an individual cannot see in their own work.
WHAT TO ESTABLISH ABOUT ERRORS FOUND
That they are corrected and the cause addressed.
WHY THE CAUSE
Recurring errors indicate process or training gaps.
WHAT TO AVOID
Treating review findings as personal failure.
WHY
It produces defensiveness and concealment.
WHAT TO ESTABLISH
That raising a possible error is expected and safe.
WHAT TO DO ABOUT AN ERROR THAT REACHED A CLIENT
Establish the consequence Tell the client Correct it Notify insurers where appropriate
WHY TELL THE CLIENT
Concealment converts an error into misconduct.
